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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,739 | $100,203-18.4% | $85,240-4.1% | $145,897-44.0% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 14.93% | 84.28%-69.3pp | 66.75%-51.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,756 | $5,299+65.3% | $4,527+93.4% | $6,689+30.9% |
| Admin fee / account holder | $333 | $7,265-95.4% | $6,165-94.6% | $13,390-97.5% |